Founded in 1983 and headquartered in Overland Park, Kansas, Creative is a wealth management firm specialising in financial planning, investment management and retirement funds and has around $245 billion in combined assets under management and advisement.
The firm has adopted the investment solutions of Goldman Sachs Asset Management and entered into a strategic custody relationship with Goldman Sachs Advisor Solutions (GSAS), which merged with its existing custodians TD Ameritrade and Charles Schwab in July of this year.
